About Anna Katherine (AK)
AK works with clients and their families to reach their financial goals by helping them simplify, organize, plan, and invest their assets. She focuses on numerous financial planning topics, including cash flow, retirement, investments, taxes, executive compensation, and charitable giving. She enjoys partnering with clients in every step of the wealth management process and helping them stay on track. AK is passionate about providing financial guidance and has been quoted in articles by Financial Advisor magazine and GoBankingRates.
AK lives in Midtown and enjoys spending time at Piedmont Park, meeting friends on the Beltline, working out, and watching Alabama football. She also serves as a member of the Junior League of Atlanta, an organization of women whose mission is to advance women’s leadership for meaningful community impact through volunteer action, collaboration, and training.
AK works with clients and their families to reach their financial goals by helping them simplify, organize, plan, and invest their assets. She focuses on numerous financial planning topics, including cash flow, retirement, investments, taxes, executive compensation, and charitable giving. She enjoys partnering with clients in every step of the wealth management process and helping them stay on track. AK is passionate about providing financial guidance and has been quoted in articles by Financial Advisor magazine and GoBankingRates.
AK lives in Midtown and enjoys spending time at Piedmont Park, meeting friends on the Beltline, working out, and watching Alabama football. She also serves as a member of the Junior League of Atlanta, an organization of women whose mission is to advance women’s leadership for meaningful community impact through volunteer action, collaboration, and training.